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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,741 | $121,701-51.7% | $104,639-43.9% | $158,982-63.1% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 5.50% | 465.72%-460.2pp | 340.67%-335.2pp | 302.99%-297.5pp |
| Employer contribution / active EE | $9,304 | $3,165+193.9% | $2,682+246.9% | $4,763+95.3% |
| Participant deferral / active EE | $1,518 | $4,176-63.6% | $3,738-59.4% | $5,983-74.6% |
| Admin fee / account holder | $26,908 | $7,778+246.0% | $6,465+316.2% | $11,252+139.1% |